Institutional Ownership First Tr Ex Trad Fd Viii Cboe (DOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (DOCT). We have compiled data on the 97 institutions that hold shares in the stock, with a total of 3.27 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
303,524
shares
|
$13.3 Million
3.75% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
301,577
shares
|
$13.2 Million
2.83% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
272,473
shares
|
$11.9 Million
3.47% of portfolio
|
Q3 2025
Reduced 14.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
150,213
shares
|
$6.56 Million
0.15% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
137,648
shares
|
$6.01 Million
0.71% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
127,323
shares
|
$5.56 Million
0.0% of portfolio
|
Q3 2025
Reduced 48.53%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
124,208
shares
|
$5.42 Million
1.91% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
121,949
shares
|
$5.33 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
117,397
shares
|
$5.13 Million
0.81% of portfolio
|
Q4 2025
Reduced 59.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
112,698
shares
|
$4.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
104,472
shares
|
$4.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
77,856
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
73,780
shares
|
$3.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
64,531
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
56,968
shares
|
$2.49 Million
0.18% of portfolio
|
Q3 2025
Added 41.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
53,220
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
52,196
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,271
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
50,195
shares
|
$2.19 Million
0.37% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
45,997
shares
|
$2.01 Million
0.06% of portfolio
|
Q4 2020
Added 9.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
44,311
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
34,473
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 99.12%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
33,783
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
Added 27.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
33,369
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
33,241
shares
|
$1.45 Million
0.11% of portfolio
|
Q4 2025
Reduced 2.0%
|
|